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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,873 | $136,860-68.7% | $120,344-64.4% | $154,746-72.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.36% | 21.38%-4.0pp | 20.30%-2.9pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,629 | $3,533-53.9% | $3,020-46.1% | $4,379-62.8% |
| Participant deferral / active EE | $3,187 | $5,793-45.0% | $5,135-37.9% | $6,730-52.7% |
| Admin fee / account holder | $473 | $15,393-96.9% | $12,742-96.3% | $14,365-96.7% |